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One Focus

Three Planning Options 

Three Planning Options

Our primary focus is helping veterans develop and implement a comprehensive retirement plan.  However, we understand that some families only need questions answered or just want a professional review of their retirement. We offer three options, chose the one that's best for you and your situation.


I. Comprehensive Plan

Ongoing collaborative process for getting you to and through retirement.

Comprehensive Financial Planning integrates your whole financial picture and addresses the following planning areas:

  • Values 
  • Desired outcomes 
  • Pre-Retirement Income and Expenses
  • Retirement Income Income and Expenses
  • Tax Planning
  • Investment Management
  • Incapacity and Risk Management
  • Estate Planning Management
  • Charitable Giving
  • Company Retirement Plan
  • Succession Planning

WHAT YOU RECEIVE:

  • Access to your personal Financial Portal
  • Rolling Quarterly Investment Reviews with 90-day action plan
  • Personal Financial Statements (Cash Flow, Net Worth)
  • Income Tax Review and Planning
  • Investment Review with Portfolio Recommendations


II. Strategic Plan

Planning focused on helping you answer one financial planning question.

Strategic Planning focuses on helping you make the best next decision.  The process starts with us gaining a thorough understanding of you and your specific goal.  The process ends with our in-depth analysis and recommendations to achieve your goal. Common questions:  

  • Am I on track?
  • Are my investments right for me and my situation?
  • How much insurance should I have (Life, Disability, Long Term Care)?
  • Should I make a major purchase?

WHAT YOU RECEIVE:

  • Executive Summary 
  • Recommendation with Detailed Financial Analysis
  • Unlimited Q&A


III. Financial Review

High-level review of your current financial situation with recommendations.

During your Financial review we get to know you and help you identify your values, priorities, concerns, and understand you complete financial situation.  This two-step process ends with the delivery of your personal list of financial strengths, challenges, and planning opportunities.

The first step is all about you.  This is an opportunity for us to get to know more about you and your unique financial situation.  Each individual or family is different, and this is our opportunity to get to know you and for you to get to know us.  As we review your financial situation, we will help you uncover your values, goals and gain an understanding of your financial situation.  During the meeting we will cover 6 Planning Areas. 

What you Receive:

  • Executive Summary
  • Current Strengths and Opportunities
  • Recommendations for Next 90 Days
  • Unlimited Q&A
7-Retirement Planning Steps for Experienced Professionals